Privately-Owned Financial Institution
We are a privately-owned financial institution, with over 35 years of Swiss heritage that exemplifies the finest wealth & asset management traditions. Our key business areas are asset & wealth management, private equity & venture capital, and family office services.
We work exclusively with high-net-worth individuals, ultra high-net-worth individuals, families and institutions.
As an award-winning independent asset manager, we are keenly aware of the importance of considering the cross generational impact of investment and wealth management decisions.
We appreciate that every client is unique, and every need is different. This leads us to create tailored solutions to meet our clients’ goals while maintaining institutionalized processes of asset management.
Experience, Expertise and Excellence
More than 110 years of combined market experience
Equities, Fixed Income, Funds, Loans, Mortgages, FX, Private Equity & Venture Capital, Structured Products
ABN, ANZ Bank, Bank of America, Bank of Singapore, Barclays Bank, Citi Bank, Credit Suisse, DBS, EFG Bank, Emirates Bank, HSBC, Julius Baer, Lloyds, PWC, Safra Sarasin
New York, London, Frankfurt, Zurich, Dubai, Singapore & Hong Kong
Dedicated teams committed to Funds Research, Direct Equity Research and Direct Fixed Income Research
Significant resources have been invested in developing robust and auditable investment processes
Chairman & CEO
“Knowing what you don’t know is more important than what you think you know”
Chief Investment Officer
“Minimizing negative outcomes over the short term maximizes long term gains”
Chief Operating Officer
Our Awards & Accolades
Crossinvest Recent Awards
Winner (2021) – Rising Star for Asia-Pacific – Private Banker International
Winner (2021) – Best Independent Wealth Manager Singapore – International Business Magazine
Winner (2021) – Best Multi-Family Office – International Business Magazine
Winner (2020) – Best Asset Manager Serving Family Offices & PBS – Wealth Briefing Asia
Winner (2020) – Best Asset Manager Overall – The Digital Banker
Highly Acclaimed (2020) – Outstanding Independent Wealth Manager – The Digital Banker
Highly Commended (2020) – Best Next-Generation Offering – Private Banker International
Founding Member – Association of Independent Wealth Managers (Singapore) (formerly known as Association of Independent Asset Managers (Singapore)
Our Awards & Accolades
Crossinvest (Asia) is a multi award-winning asset manager.